The Upper Permian Longtan Shale is a significant reservoir in western Guizhou. To clarify the main factors controlling the low-mature marine–continental transitional shale pore development in western Guizhou, pore types were classified with scanning electron microscopy (SEM), and the pore developmental stages and morphological structures were quantitatively characterized by nitrogen adsorption isotherm analyses. Additionally, the qualitative or semi-quantitative relationships between the pore developmental stages and the main controlling factors were established via geochemical analysis. The results showed that the Longtan Shale pores include intergranular pores, intragranular pores, organic pores, and microfractures. The intergranular pore structures were categorized into ink-bottle, slit, layered, and irregular types. The intragranular pores were found to be of the elliptical, nearly circular, ink-bottle, and irregular varieties. The organic pores were categorized into elliptical, bubble-like, and irregular polygonal variants. The microfractures were only of the elongated type. The clay-mineral-related intergranular pores were the predominant pore type. The organic pores were found to be poorly developed. The mesopores were predominant, followed by macropores. The shale pore diameters ranged between 1 nm and 100 nm, and they are characterized by multiple peaks. The specific surface area (SSA) was primarily provided by nanopores in the range of 5 nm to 10 nm, such that the smaller pores provided a greater contribution to the SSA, and they are more conducive to shale gas adsorption and accumulation. Clay mineral content was the dominant internal factor controlling pore development and the SSA, with the illite–smectite mixed layer being the most obvious controlling factor. While too low or too high clay mineral content is adverse to macropore development, brittle mineral content, carbonate mineral content, and total organic carbon (TOC) content are adverse to pore development and the SSA. Thermal maturity has no remarkable control effect on pore volume and the SSA of non-organic pores.

To evaluate the effects of quartz precipitation on the abundance and preservation of organic matter pores in marine shale reservoirs, the type of authigenic quartz and the source of silica, as well as the corresponding relation of the Lower Cambrian Shuijingtuo Formation shale in South China were investigated. Quartz in the Shuijingtuo shale occurs as four different types: detrital quartz, replacement of biosiliceous debris, euhedral quartz filled in interparticle pores, and microquartz dispersed in a clay matrix. Euhedral quartz (1–5 μm) and matrix-dispersed microquartz (100–400 nm) are found to be the dominant forms of authigenic quartz. The euhedral quartz accumulates along the interparticle pores, and the porous organic matter fills the interior of the space. Microquartz is mainly wrapped in porous organic matter. Two silica sources were revealed: biogenic silica and clay-derived silica. Biogenic Si is most likely the major source for authigenic quartz in the organic-rich (total organic carbon (TOC) > 2.55 wt.%) samples, which accounts for 23–57 wt.% (average 35 wt.%) of the total Si. Based on petrographic observations, we posit that the precipitation of large-sized euhedral quartz in the interparticle pores most likely originated from biogenic silica in the early stage of diagenesis and that the silica for the clay matrix-dispersed microquartz is provided by biogenic silica and clay-derived silica. The observation of SEM images indicates that the precipitation of early diagenetic euhedral quartz in the interparticle pores enhances rock stiffness, and the buttressing effect can protect the organic matter pores from compaction during the late-stage burial diagenesis. In contrast, the precipitation of late diagenetic microquartz in the clay matrix can lead to a reduction in the capacity of the accommodation space to host retained petroleum, consequently leading to a reduction in the development of organic matter pores and the generation of shale gas.

The vertical geochemical variations in total organic carbon (TOC) content and major and trace elements of the Lower Cambrian Shuijingtuo Formation from the Yichang Slope in the Upper Yangtze were investigated to assess the environmental conditions (redox conditions, water mass restriction, terrigenous input, relative sea-level terrestrial, and paleoproductivity) and to determine the primary controlling factors for organic matter enrichment. The Shuijingtuo Shale is divided into three intervals. The lithofacies of interval I are mainly black siliceous shale with high TOC content, and interval II is mainly black siliceous shale with moderate TOC content. Interval III consists of black, clay-rich siliceous shale and dark-gray calcareous shale and is characterized by a low TOC content. The effects of diagenesis and hydrothermal activity on the elements were evaluated prior to analyzing the environmental condition. There are good positive correlations between TOC and U/Al or Mo/Al ratios, suggesting that major/trace elements still retain the geochemical signature of the sedimentary environment. Meanwhile, the geochemical proxies consisting of Al, Fe, Mn, and Ti indicate that the study area did not experience hydrothermal deposits. The redox proxies (U/Th, C_org:P_tot, and Mo_EF–U_EF) indicate that the interval I samples were formed under a strong reducing condition. The diagram of TOC vs. Mo indicates that the water mass was moderately restricted during the deposition of interval I shales. Proxies of terrigenous input and relative sea-level (Zr/Al and Zr/Rb) suggest that the organic-rich shales at the bottom were deposited under a relatively high sea-level and experienced minimal input of terrigenous debris from the source area. Additionally, the paleoproductivity indicated by Si_bio and (Ni + Cu + Zn)/Al was high for interval I samples. During the interval II period, the relative sea-level began to decline, the seawater still remained in reducing conditions, and there was no change in the productivity, but the input of terrigenous debris increased significantly. In the interval III depositional period, the relative sea-level continued to decrease, the seawater shifted to a dysoxic condition, and the paleoproductivity was also at a lower level. The evolution of the sedimentary environment indicates that the high TOC content in the interval I samples is mainly attributed to the strong reducing condition, the preservation condition and debris dilution together control the organic matter content within the interval II samples, and the low TOC content within the interval III samples is constrained by a combination of the poor preservation conditions and lower paleoproductivity.

The sedimentary environment and organic matter enrichment relationship of the Upper Ordovician Wufeng Formation black shale, Guanyinqiao mudstone, and Lower Silurian Longmaxi Formation black shale in the Sichuan Basin of Weiyuan are analyzed using geochemical methods such as organic carbon, sulfur, major elements, and trace elements. The experimental results illustrate that the upper section of the Wufeng Formation and the lower section of the Longmaxi Formation are organic matter enrichment layers. The presence of P indicates a high productivity level in the Sichuan Basin from the Late Ordovician to the Early Silurian. In addition, indicators such as V/Cr, Ni/Co, and S/C suggest that the Wufeng Formation was deposited under anoxic reductive conditions, that the ice age Guanyinqiao segment was in an oxygen-rich to oxygen-poor environment, and that the Longmaxi Formation was in a sulfidic environment. Mo/TOC indicates that the Wufeng Formation shale was controlled by a restricted basin and that the Guanyinqiao segment and the Longmaxi Formation were in a medium-to-weak retention environment. The weak correlation of TOC with P/Al and Al indicates that the level of primary productivity and terrigenous detritus had a minor effect on the organic matter enrichment of the Wufeng and Longmaxi Formation black shale. Conversely, the positive correlation of TOC with V/Cr and Ni/Co illustrates that the anoxic reductive sedimentary environment is the main factor affecting the organic matter enrichment of the Wufeng and Longmaxi Formation black shale. Based on these studies, the development model of organic-rich shales of the Ordovician–Silurian in Weiyuan, Sichuan Basin is proposed. This paper may provide a reference for shale gas exploration in the Wufeng–Longmaxi Formation and a sedimentary response to the major geological events of Ordovician–Silurian.

The marine–continental transitional shale of the Upper Permian Longtan Formation in northern Guizhou is an important source rock in the upper Yangtze region of China, and it holds significant potential for the exploration of shale gas. To investigate the correlation between sedimentary conditions and the accumulation of organic matters in marine–continental transitional shale, this paper performed an extensive analysis using organic geochemical testing, organic petrology examination, a cross-section polisher–scanning electron microscope (CP-SEM), and geochemical analysis. The Jinsha and Dafang drilling cores were selected as the research subjects. The results showed that the TOC of the Longtan Formation in the study area was relatively high, and the TOC content of the tidal flat–lagoon environment (average of 8.37%) was significantly higher than that of the delta samples (average of 2.77%). The high content of Al₂O₃ (average of 17.41% in DC-1, average of 16.53% in JC-1) indicated strong terrigenous detrital input. The proxies indicated that the Longtan Formation shale in northern Guizhou was deposited in a climate that was both warm and humid, with oxic–dysoxic sedimentary water characterized by high biological productivity and a rapid sedimentation rate. The organic-rich shales during the marine and continental transitional phases were affected by various factors, including the paleo-climate, water redox properties, paleo-productivity, sedimentation rate, and other variables, which directly or indirectly impacted the availability, burial, and preservation of organic matter.

For lacustrine shale oil and gas reservoirs with coexisting hydrocarbon fluid properties, evaluating the adsorption capacity of shale is of significant importance for the exploration of lacustrine shale oil and gas. Taking the lacustrine shale from the Jurassic Lianggaoshan Formation in the northern Sichuan Basin as an example, this study conducted pyrolysis, scanning electron microscopy (SEM), and high-pressure methane isotherm adsorption tests to investigate the methane adsorption capacity of lacustrine shale and its controlling factors. The research findings are as follows: (1) The organic matter content in the study area’s lacustrine shale is moderate, with organic types ranging from II to III, and it is within the oil generation window stage. The mineral composition exhibits characteristics of high clay and low silica content; (2) Both the TOC (total organic carbon) and clay minerals promote the methane adsorption capacity of lacustrine shale; however, due to the overall moderate–low TOC levels, the storage space is primarily composed of inorganic pores; (3) A high clay mineral content provides more surface area, becoming a primary factor influencing shale adsorption capacity. This indicates that semi-deep lake deposits also possess exploration potential.